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How to Connect Google Lead Form with Trello

How to Connect Google Lead Form with Trello

How to Connect Google Lead Form with Trello

The integration will allow you to get new leads from Google Lead Form and transfer them to Trello to create new cards. This will allow you to efficiently automate your workflows and save a lot of time by eliminating the need to manually create each card.

Let's go through the entire Google Lead Form with Trello setup steps together!

Navigation:

1. What will integration Google Lead Form with Trello do?
2. How to connect your Google Lead Form account?
3. How to connect your Trello account to?
4. How to set up data transfer to Trello in the selected action? 
5. An example of the data that will be sent to your Trello.
6. Auto-update.

To start setup click "Create Connection".

How to Connect Google Lead Form with Trello | Create connection

Select a system as the Data Source. In this case, you must specify Google Lead Form.

How to Connect Google Lead Form with Trello | Data Source system selection

Next, you need to specify the system to which the data from the Google Lead Form will be transmitted. In this case, you must specify Trello.

How to Connect Google Lead Form with Trello | Data Destination system selection

The next step is to select the Google Lead Form account from which SaveMyLeads will get the data.
If there are no account connected to the system, click "Connect account".  

If desired, you can change its name or simply click "Continue".

How to Connect Google Lead Form with Trello | Data Source account
How to Connect Google Lead Form with Trello | Data Source account connection

When the connected account is displayed in the "active accounts" list, select it for further work.

How to Connect Google Lead Form with Trello | Data Source account selection

Next, copy the "URL for receiving data", click "Continue" and go to your Google Lead Form account.

How to Connect Google Lead Form with Trello | Data Source account connection

Select a lead form from which SaveMyLeads will get leads.

How to Connect Google Lead Form with Trello | Data Source account connection

Now you need to do the following:

1 - Paste the copied URL into the Webhook URL.

2 - Insert the end of the URL link into the Key.

3 - Click on the "Send test data".   

4 - Save changes.

How to Connect Google Lead Form with Trello | Data Source account connection

The next step is to select the Trello account to which the data will be sent.

If there are no accounts connected to the SaveMyLeads system, click "Connect account".  

How to Connect Google Lead Form with Trello | Data Destination account connection

Specify your login and password for your Trello Personal Area and provide permission to work with this account.

How to Connect Google Lead Form with Trello | Data Destination account connection
How to Connect Google Lead Form with Trello | Data Destination account connection
How to Connect Google Lead Form with Trello | Data Destination account connection

When the connected account is displayed in the "active accounts" list, select it for further work.


Attention! If your account is in the "inactive accounts" list, check your access to this account!

How to Connect Google Lead Form with Trello | Data Destination account selection

In this section, the fields will be assigned according to the template. You can completely change it or leave it as is.

First you need to choose Board and List Trello, to which SaveMyLeads will send lead data.
Select the required Google Lead Form data, click on the parameter and it will be assigned to the selected Trellofield.
Note that you can pass not only variables from the source, but also combine them with system data such as date, time, month, year, and day, if necessary.  

How to Connect Google Lead Form with Trello | Assigning fields
How to Connect Google Lead Form with Trello | Assigning fields
How to Connect Google Lead Form with Trello | Assigning fields
How to Connect Google Lead Form with Trello | Assigning fields
How to Connect Google Lead Form with Trello | Assigning fields

Now  see the test data that will be send to Trello.

Click "Send test data to Trello" and go to the Trello cabinet in the appropriate group to test the connection.

If something does not suit you - click "Back" and go back one step.

If everything suits you, click "Finish setup" to continue the setup.  

How to Connect Google Lead Form with Trello | Test data

On the main screen, click on the gear icon to select name of the connection and select a group for it, if necessary.

How to Connect Google Lead Form with Trello | Name and group connection

When the slider is in the position as shown in the picture - auto-update works. If you want to disable communication, click this slider.

How to Connect Google Lead Form with Trello | Enable auto-update

This completes the integration setup between Google Lead Form with Trello! See how easy it is!?

Now you don't have to worry, SaveMyLeads will do everything on its own!